Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD was delisted on the 14th of April, 2023.
24 hedge funds and large institutions have $25.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
14% more funds holding
Funds holding: 21 → 24 (+3)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $27.4M → $25.4M (-$2.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$692K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$596K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$333K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$249K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$647K |
| 4 |
Citigroup
New York
|
-$213K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.9K |
EXD Hedge Fund Activity: Q1 2017 in Review
24 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) for Q1 2017, worth a combined $25.4M — down 7.4% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EXD positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $692K. The largest seller was Morgan Stanley, cutting an estimated $1.7M.
- 24 institutional investors held Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) as of Q1 2017, up from 21 in Q4 2016.
- Funds reported $25.4M of Eaton Vance TaxManaged Buy-Write Strategy Fund stock for Q1 2017, down 7.4% quarter-over-quarter.
- 4 funds opened new Eaton Vance TaxManaged Buy-Write Strategy Fund positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund buyer in Q1 2017 was Ameriprise, an estimated $692K added.
- The largest Eaton Vance TaxManaged Buy-Write Strategy Fund seller in Q1 2017 was Morgan Stanley, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2017.